Joseph L. Nicholson
CEO • CIO
- Role
- CEO CIO at Nicholson Wealth Management Group
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Joseph L. Nicholson
Where Wall Street Meets Cobblestone Streets. Our mission is to help clients…
Experience
CEO CIO
Nicholson Wealth Management Group
Jul 2017 — Present · Charleston, SC, US
Education
University of South Carolina Darla Moore School of Business
Master of Business Administration - MBA
1988 — 2000
College of Charleston
Bachelor of Science - BS
1983 — 1987
The Wharton School
Certified Investment Management Analysts
2000
Skills
- Wealth-Preservation Planning
- Business-Succession Planning
- Estate Investment Planning
- 401(K) Rollovers
- Multigenerational Wealth Planning
- Retirement Planning
- Finance
- Concentrated Stock Management
- Investments
- Financial Advisory
- 401(K) Planning
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